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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,328 | $57,140+26.6% | $85,240-15.1% | $80,959-10.7% |
| Participation rate | 59.1% | 56.4%+2.7pp | 67.5%-8.4pp | 67.7%-8.5pp |
| Annual return | 10.37% | 21.71%-11.3pp | 66.75%-56.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,388 | $1,802-23.0% | $2,735-49.2% | $2,757-49.7% |
| Participant deferral / active EE | $3,808 | $3,115+22.2% | $4,527-15.9% | $4,300-11.4% |
| Admin fee / account holder | $21,080 | $4,992+322.3% | $6,165+241.9% | $6,925+204.4% |